Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at Alternatives, Inc., RHA Health Services, and Mutual of Omaha Investor Services. In addition to his advisory role, he provides direct care support for developmentally disabled individuals and elderly care during overnight shifts. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through platform relationships with Envestnet and Pershing. The firm provides various managed account programs and financial planning services, acting as a conduit to third-party money managers.

Hugh Zeffer is a financial advisor with StoneX Advisors Inc. based in Nazareth, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining StoneX, he worked at StoneX Securities Inc. and held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and investment solutions implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Thomas is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investment Services since 2016. In addition to his advisory role, he is an insurance agent specializing in life and health insurance, including annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and Pershing, serving a broad range of clients including both non-high-net-worth and high-net-worth individuals.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wells Fargo Clearing Services and Fidelity Investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory models and combines proprietary and third-party strategies to meet client needs.

Kevin Janus is a CFP® professional with 16 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Ameritas, Mass Mutual, and Metlife Securities. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Charles Garofalo is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Edward Jones, and Santander Bank. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Jerome Sorrentino is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2015, he has been affiliated with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and employs multiple risk profiles to tailor investment solutions.

J Gilbert is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC, LPL Financial, and National Life. He is also involved in fixed insurance sales through his activities with Gilbert Financial Services and The Vermont Agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2013. He is also associated with American Senior Coordinators, where he meets with clients to discuss their financial situations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Joseph Hamoui is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, SEI Investments, and LPL Enterprise. Outside of advisory work, he is also involved as a financial professional in a non-variable insurance agency. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via a variety of model portfolios and managed account strategies.

Matthew Ostomy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Park Avenue Securities, LLC since 2020 and has prior experience with Guardian Life Insurance Co of America, H. Beck, Inc., and FolioFn Investments, Inc. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Luke Hoff is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with PNC in various capacities since 2015. Outside of his advisory role, he serves as a referee and assistant referee with the Eastern Pennsylvania Soccer Association of Referees. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital investment platform that uses algorithmic risk assessments and third-party strategists to manage portfolios primarily composed of mutual funds and ETFs.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Mutchler also operates a wealth management business and provides fixed insurance through an outside agency. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Melinda Stitt is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2011. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating custody and reporting through multiple custodians.

Daniela Espinal Baez is a financial advisor with PNC Wealth Management in Easton, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at PNC Investments LLC since 2022 and multiple positions at Wells Fargo Bank and Wells Fargo Clearing from 2015 to 2022, as well as a year at Family First Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm’s approach involves algorithm-driven model selection, third-party portfolio implementation, and an automated rebalancing process using mutual funds and ETFs.

Daniel Flood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BBTIS. Flood serves as vice president and treasurer of Lauren's Hope Foundation, a nonprofit organization dedicated to raising funds for brain-injured children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and inter-affiliate integration.